Sanctuary Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Sanctuary Advisors’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$322K	Buy	5,811 +8	+0.1%	+$434	﹤0.01%	2276
2026 Q1	$296K	Buy	5,803 +9	+0.2%	+$474	﹤0.01%	2108
2025 Q4	$298K	Buy	5,794 +9	+0.2%	+$461	﹤0.01%	2017
2025 Q3	$294K	Buy	+5,785	New	+$286K	﹤0.01%	2017

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Sanctuary Advisors's PFM Position: Q2 2026 in Review

Sanctuary Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 0.14% in Q2 2026, buying an estimated $434 and bringing the position to 5,811 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Sanctuary Advisors first reported a position in PFM in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Sanctuary Advisors held 5,811 shares of Invesco Dividend Achievers ETF worth $322K as of Q2 2026.
Sanctuary Advisors bought 8 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $434.
Invesco Dividend Achievers ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2276 holding.
Sanctuary Advisors first reported a position in Invesco Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.